Best The Clime Podcasts (2025)

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QAV AU 838 — QAV Refresher 39:46

Play Pause

8h ago39:46

39:46

While Cameron is travelling, we invited two special guest hosts to provide a quick overview of the basic concepts behind QAV, taken directly from the QAV Bible as a refresher course.By Tony Kynaston & Cameron Reilly

1
QAV AU 833 — Clime: A Masterclass with John Abernethy 39:46

1M ago39:46

39:46

In this episode, Tony and Cameron sit down with John Abernethy, veteran investor and founder of Clime Investment Management, for an in-depth conversation about value investing, funds management, and the evolution of Australia’s financial industry. John shares stories from his early days at NRMA in the 1980s, the influence of Warren Buffett’s philos…

1
QAV AU 827 — Plenty of Value in Plenti 21:17

3M ago21:17

21:17

In Episode AU 827 of the QAV Investing Podcast, Cameron and Tony kick off with Trump’s latest tariff threats, predict (incorrectly) the RBA’s interest rate decision, and analyse the ASX’s reaction to overnight Wall Street moves. They discuss the impact of criminal allegations on G8 Education (GEM) staff, the 30% surge in Motorcycle Holdings (MTO), …

1
QAV AU 826 — Soundtrack Legends to Stock Spreadsheets 28:38

3M ago28:38

28:38

In this episode of QAV, Cameron and Tony kick off the new financial year with tributes to Lalo Schiffrin and Bill Moyers before diving into end-of-year portfolio roundups. They compare the dummy portfolio’s 19.87% gain against the STW’s 13.61%, dissect U.S. portfolio returns versus the S&P 500, and unpack Tony’s concentrated seven-stock strategy. L…

1
QAV AU 825 — Bombs, Billboards & Bargain Buys 13:18

3M ago13:18

13:18

It’s cold, the markets are weird, and the boys are back. Cameron and Tony kick things off with oil-patch whiplash, Iran–Israel theatre, and Trump’s “Mission Accomplished 2.0” tweet-storms. Portfolio numbers, confession-season land-mines, and sudden 30 % face-plants (looking at you, **AMI**) follow. Tony spotlights surprise winners (**OML**, **SHA**…

1
QAV AU 824 — Charizards, Crypto & Capital Gains With Navarre Trousselot

3M ago

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In this special QAV episode, Cameron and Tony are joined by Navarre Trousselot, founder and CEO of Navexa, Australia’s homegrown portfolio tracking and tax-reporting platform. The episode kicks off with a charming tale of how Navarre’s first entrepreneurial venture was Pokémon card arbitrage as a 10-year-old, laying the groundwork for his investing…

1
QAV AU 823 15:39

4M ago15:39

15:39

In this episode of QAV, Cameron and Tony kick off with a discussion on the political tension in the U.S. and what Trump’s moves with the National Guard might foreshadow, then slide into serious investing updates. There’s news on Perenti (PRN), NRW (NWH), and Findi (FND), with a nod to confusing results and sovereign risks. Judo (JDO), BOQ, and QBE …

1
QAV AU 822 — Huawei to Hell: Investing When the World’s Upside Down

4M ago

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In this week’s QAV episode, we sit down with the ever-dashing Tobias Carlisle, founder of The Acquirer’s Fund (ZIG, DEEP), author of The Acquirer’s Multiple, and deep value maverick, to dissect the state of value investing in the era of AI-driven hype. We cover the brutal cycles of deep value, AI vs. human decision-making in funds, the madness of q…

1
QAV 821 — Roombas, Regulators & Rogue Traders 39:46

4M ago39:46

39:46

In episode 821 of the QAV Podcast, Cameron and Tony kick things off with tales of gas outages and cold showers before diving into the markets. They review the portfolio performance, explain the HLS sell-off, and unpack the latest antics of Donald Trump’s tariff diplomacy. Stocks under the spotlight include VVA (Viva Leisure) with their eyebrow-rais…

1
QAV 820 — Wet Lettuce Watchdogs 26:04

4M ago26:04

26:04

In this episode, Cameron and Tony tackle the political earthquake caused by the breakup of Australia’s Federal Coalition, dig into the implications of the RBA’s latest rate cut, and explore how the U.S. credit downgrade might ripple through markets. We hit hot topics from taxing unrealized gains to a lesson in value investing resilience through the…

1
QAV 819 — The Roll Back 26:33

5M ago26:33

26:33

In this episode of QAV Australia, Cam and Tony navigate a turbulent market buoyed by a temporary rollback in US-China tariffs and a curious rally in Bitcoin. They break down the movements in gold stocks like Perseus (PRU), Ramelius (RMS), and West African Resources (WAF), unpack ANZ’s (ANZ) CEO handover and the impact of its Suncorp acquisition, an…

1
QAV 818 — Buffett’s Last Dance 17:38

5M ago17:38

17:38

In this episode of QAV Club, recorded on 6 May 2025, Cameron and Tony unpack the Australian federal election result with the kind of sharp political analysis and irreverent banter you expect. They explore the collapse of support for the Liberal Party, the implications for Peter Dutton, and the broader shifts in Australian voter demographics. Then, …

1
QAV 817 — Smart Metal and Dumb Markets

5M ago

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This week we deep-dive into BIS (Bisalloy Steel Group), questioning whether it’s truly a steel commodity play given its rising price amid a falling steel market. Tony delivers a pulled pork on BIS, exploring their niche in quenched and tempered steel, its use in defence industries, and the company’s recent inclusion in the All Ords. W also tackle d…

1
QAV 816 — Gold Diggers 31:45

5M ago31:45

31:45

In this post-Easter episode, Cam and Tony chew through the week’s market moves, exploring why the All Ords is up despite a gloomy global outlook. They rip into Trump’s latest Fed-firing fantasies, dissect the economics of tariffs, and wonder if AI will treat us like Yellowstone squirrels. There’s a deep dive on Bank of Queensland’s latest results, …

1
QAV 815 — Tax On, Tax Off 17:17

5M ago17:17

17:17

In this episode, Cameron and TK dive into the tumultuous week in the markets, heavily influenced by the Trump administration's tariff announcements and subsequent pause. They discuss the impact on US Treasury bonds, China's long-term economic strategy, and the potential breakdown of global trust in the US economy. They briefly cover portfolio updat…

1
QAV 814 — The Big Grift 38:59

6M ago38:59

38:59

In this episode, Cameron and TK dive into the recent market volatility, largely driven by US tariff announcements. They discuss the importance of sticking to the QAV investing framework during uncertain times, contrasting it with reactive or emotional decision-making often seen elsewhere. The conversation touches on the potential economic impacts o…

1
QAV 813 — The Mill Red Flag 14:53

6M ago14:53

14:53

In this episode, TK shares his busy week involving golf, horse racing, and family events, including his daughter's first auction and his upcoming birthday. Cameron updates on the QAV light portfolio's performance, noting it's now beating the index since inception and for the financial year, despite selling EHL and TPG. They discuss Dollarama's acqu…

1
QAV 812 — ASA’s Chairman on Continuous Disclosure 1:15:13

6M ago1:15:13

1:15:13

This week we're talking with Steve Mabb, Chairman of the Australian Shareholders Association, about what we can do about the many failures of ASX-listed companies to disclose their results during the most recent reporting season.By Tony Kynaston & Cameron Reilly

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QAV 811 — Thinking About It 32:41

6M ago32:41

32:41

Tony and Cameron explore the market's recent volatility and recovery, examining key performances in both their Australian and US portfolios. They dive deep into the curious case of Ramelius Resources, dissecting the company's recent series of announcements that puzzled investors and raised questions around transparency and disclosure practices. Oth…

1
QAV 810 — The QAV Magnificent 12 36:55

7M ago36:55

36:55

In this episode, we review recent half-yearly results and market volatility, discussing notable movements in the dummy portfolio compared to the benchmark, as well as significant shifts in commodities such as crude oil. We dive into reporting-season surprises from companies like Qantas, Hello World, Pepper Money, and Karoon Energy, exploring the la…

1
QAV 809 — The Reporting Season Red Flag 23:40

7M ago23:40

23:40

In this episode, we review recent half-yearly results and market volatility, discussing notable movements in the dummy portfolio compared to the benchmark, as well as significant shifts in commodities such as crude oil. We dive into reporting-season surprises from companies like Qantas, Hello World, Pepper Money, and Karoon Energy, exploring the la…

1
QAV 808 — The Value Investor’s Lament 30:59

7M ago30:59

30:59

In this episode of QAV, Cameron and Tony navigate the carnage of reporting season, where many QAV stocks have taken a beating. They discuss the brutal market reactions to earnings misses, the underperformance of value stocks relative to growth, and what the latest results say about the overall market sentiment. Despite the doom and gloom, there are…

1
QAV 807 — Half Year Havoc 27:06

7M ago27:06

27:06

Half year reports are playing their usual havoc on some of our stocks, as results disappoint the market. But is the market over-reacting in some cases? Tony thinks so. We're also talking about the RBA's decision to cut interest rates and how that affects our investing decisions. Stocks covered today include FND, AMP, CVL, PPM, and Tony's deep dive …

1
QAV 806 — The Reilly Indicator 18:06

8M ago18:06

18:06

In QAV Episode 806, Cameron and Tony cover key market updates, including Elon Musk’s $97B bid for OpenAI, Trump’s steel tariffs, and the resurgence of iron ore as a buy. They analyze portfolio performance, noting that long-held stocks tend to outperform, and discuss Nick Scali, Beach Energy, and Seven West Media’s earnings. Cameron unveils the ‘Rei…

1
QAV 805 — Whack A Mole 34:24

8M ago34:24

34:24

In this episode recorded on February 4, 2025, we dive into the impact of recent US tariff implementations and their immediate retraction. We also discuss the resignation of Resolute Mining's CEO following his detention in Mali and its effect on the company’s share price, TK explains the Ricardo effect on national economic strategy, the collapse of …

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1
The Clime

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1
Take Heart

Amy J Brown, Carrie Holt and Sara Clime

1
The Praxis

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1
QAV Investing Podcast (Free Edition)

Tony Kynaston & Cameron Reilly

1
QAV AU 838 — QAV Refresher 39:46

1
QAV AU 833 — Clime: A Masterclass with John Abernethy 39:46

1
QAV AU 827 — Plenty of Value in Plenti 21:17

1
QAV AU 826 — Soundtrack Legends to Stock Spreadsheets 28:38

1
QAV AU 825 — Bombs, Billboards & Bargain Buys 13:18

1
QAV AU 824 — Charizards, Crypto & Capital Gains With Navarre Trousselot

1
QAV AU 823 15:39

1
QAV AU 822 — Huawei to Hell: Investing When the World’s Upside Down

1
QAV 821 — Roombas, Regulators & Rogue Traders 39:46

1
QAV 820 — Wet Lettuce Watchdogs 26:04

1
QAV 819 — The Roll Back 26:33

1
QAV 818 — Buffett’s Last Dance 17:38

1
QAV 817 — Smart Metal and Dumb Markets

1
QAV 816 — Gold Diggers 31:45

1
QAV 815 — Tax On, Tax Off 17:17

1
QAV 814 — The Big Grift 38:59

1
QAV 813 — The Mill Red Flag 14:53

1
QAV 812 — ASA’s Chairman on Continuous Disclosure 1:15:13

1
QAV 811 — Thinking About It 32:41

1
QAV 810 — The QAV Magnificent 12 36:55

1
QAV 809 — The Reporting Season Red Flag 23:40

1
QAV 808 — The Value Investor’s Lament 30:59

1
QAV 807 — Half Year Havoc 27:06

1
QAV 806 — The Reilly Indicator 18:06

1
QAV 805 — Whack A Mole 34:24